Diversified Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $574K | Sell |
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|
2025
Q2 | $662K | Hold |
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|
2025
Q1 | $631K | Sell |
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|
2024
Q4 | $752K | Sell |
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|
2024
Q3 | $856K | Hold |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $509K | Buy |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $314K | Hold |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $226K | Buy |
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